Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,879 institutions that hold shares in the stock, with a total of 776 Million shares, which have been reported (via 13F filing form) to have a value of $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,298
shares
|
$692,314
0.1% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
1,296
shares
|
$691,247
0.44% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
1,296
shares
|
$691,247
0.06% of portfolio
|
Q4 2024
Reduced 22.26%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,295
shares
|
$690,714
0.38% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
1,292
shares
|
$689,114
0.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
1,291
shares
|
$688,580
0.19% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
1,288
shares
|
$686,980
0.14% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
1,285
shares
|
$685,380
0.4% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
1,284
shares
|
$684,847
0.37% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,282
shares
|
$683,780
0.03% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
1,279
shares
|
$682,180
0.15% of portfolio
|
Q3 2024
Added 154.27%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
1,279
shares
|
$682,180
0.5% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
1,275
shares
|
$680,046
0.48% of portfolio
|
Q2 2021
Reduced 10.53%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
1,272
shares
|
$678,446
0.1% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,272
shares
|
$678,446
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,270
shares
|
$677,379
0.15% of portfolio
|
Q1 2023
Added 2.42%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,269
shares
|
$676,846
0.12% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
1,269
shares
|
$676,846
0.3% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
1,268
shares
|
$676,313
0.21% of portfolio
|
Q1 2024
Added 132.66%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
1,268
shares
|
$676,313
0.19% of portfolio
|
Q3 2023
Added 0.08%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1,268
shares
|
$676,313
0.64% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
1,266
shares
|
$675,246
0.27% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,264
shares
|
$674,179
0.05% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,263
shares
|
$673,646
0.02% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
1,263
shares
|
$673,646
0.29% of portfolio
|
Q4 2024
Added 5.34%
|